2016 Fall Conference Agenda
Thursday October 13, 2016
7:00 AM – 8:00 AM
First Time Attendee Breakfast
Networking Breakfast
8:15 AM – 9:20 AM
Keynote: Never Fly Solo
<B>Lead with Courage, Build Trusting Partnerships, and Reach New Heights in Business</b>
Speakers:
Lt. Col. Rob "Waldo" WaldmanEducational Credits
1
9:35 AM – 10:25 AM
Featured Speaker: Helping Your Clients Find the Epic Retirement
Speakers:
Mitch AnthonyEducational Credits
1
1
Next Generation Investing Solutions: Focusing on Retirement Income
Speakers:
Massi De SantisEducational Credits
1
1
Sustainable and Impact Investing in 2016
<b>Sponsored by TD Ameritrade Institutional</b>
Educational Credits
1
1
9:35 AM – 11:55 AM
Super Session: A Professional Approach to Earning Referrals
<b>“Growing a Business That Grows Itself”</b>
Speakers:
Dan AllisonEducational Credits
2
10:40 AM – 11:55 AM
Featured Speaker: Enhancing Trust(s):
<b>New ways of working with Personal Trustees for the benefit of the trustee, their families (and you)
Speakers:
Patricia AngusEducational Credits
1.5
1.5
Using the Endowment Investment Approach to Minimize Volatility and Increase Control
<b>Sponsored by SQN Capital Management</B>
Speakers:
Daniel WildermuthEducational Credits
1.5
1.5
12:00 PM – 1:00 PM
Lunch with Exhibitors
Technology Showcase with MoneyGuidePro
1:10 PM – 2:00 PM
Advisors2Advisors: Tactical Options Strategies for Any Practice - Part 1
Practitioners Panel: Learn from Your Peers
Educational Credits
1
1
Featured Speaker: Building a Better Business
<b>Incorporating Diversity into Your Client Base and Your Staff</b>
Speakers:
Mark TibergienEducational Credits
1
New Consistent Basis Reporting Between Estates and Beneficiaries
Speakers:
David KirkEducational Credits
1
1
“O Vol, Where Art Thou?”
<b>Sponsored by The Arbitrage Funds</b>
Speakers:
Ted ChenEducational Credits
1
1
1:10 PM – 3:05 PM
Super Session: Wingman Leadership
<b>Building a Corporate Culture of Courage and Mutual Support</b>
Speakers:
Lt. Col. Rob "Waldo" WaldmanEducational Credits
1
2:15 PM – 3:05 PM
Advisors2Advisors: Tactical Options Strategies for Any Practice - Part 2
Options 2.0/ Options & Volatility: Practical strategies for uncertain times
Educational Credits
1
1
Current Issues in Income Tax Planning and Retirement Planning
Speakers:
Thomas LangdonEducational Credits
1
1
The Future of Financial Planning - through the eyes of the millennials
<b> A Panel Discussion</b>
Educational Credits
1
3:10 PM – 4:00 PM
Break with Exhibitors
with Focus Financial Partners
4:10 PM – 5:00 PM
Adding value through your value: Quantifying Vanguard Advisor’s Alpha
<b>Sponsored by Vanguard</b>
Speakers:
Christopher TidmoreEducational Credits
1
1
Asset Allocation: Dynamic Global Portfolios to Prosper in Good Times and Bad
Speakers:
Adam ButlerEducational Credits
1
1
Featured Speaker: Where the profession is going and where it needs to go
Speakers:
Bob VeresEducational Credits
1
1
5:10 PM – 6:00 PM
6:05 PM – 7:00 PM
Cocktail Reception in Exhibit Hall
and Technology Showcase with EMoney Advisor
7:00 PM – 9:30 PM
Genesis Social
By invitation only
Friday October 14, 2016
7:00 AM – 8:00 AM
Networking Breakfast
Study Group Leaders Breakfast
8:10 AM – 8:25 AM
NCEF Update
8:30 AM – 9:30 AM
9:35 AM – 10:30 AM
Break with Exhibitors
Asset Dedication, LLC
10:40 AM – 11:30 AM
Avoiding Buyer's Remorse in Alternative Investments: A Practical Guide
<b>Sponsored by Steben & Company</b>
Speakers:
John DolfinEducational Credits
1
1
10:40 AM – 12:35 PM
11:45 AM – 12:35 PM
Alternatives in the New Normal
<b>Sponsored by FS Investments</b>
Speakers:
Michael ZinkandEducational Credits
1
1
Tax-Managed Investing – Goal: Growing After-Tax Wealth
<b>Sponsored by Russell Investments</b>
Speakers:
Robert KuharicEducational Credits
1
1
The New DOL Fiduciary Rule - An in Depth Look at How to Move Forward
Speakers:
Thomas ClarkEducational Credits
1
1
12:40 PM – 1:40 PM
Lunch with Exhibitors
Technology Showcase by ORANJ
1:45 PM – 3:00 PM
Advanced Income and Wealth Management Strategies
Utilizing RIA-Only Annuities
Speakers:
Steve CrawfordEducational Credits
1
1
Super Trend Scenarios for a Rapidly Changing World
Speakers:
Dennis StearnsEducational Credits
1.5
1.5
The Path to Ownership - A panel discussion of challenges and successes
<b>Sponsored by TD Ameritrade Institutional</b>
Educational Credits
1.5
The X's and O's of Personal Insurance Policies - Auto and Liability - F2016
Speakers:
Aaron HertsgaardEducational Credits
1.5
1.5
3:05 PM – 3:45 PM
Break with Exhibitors
Technology Showcase with Advicent Solutions
4:00 PM – 4:50 PM
Keynote: From Client to Advocate - Delivering Experiences Worth Sharing
<b>Sponsored by TD Ameritrade Institutional</B>
Speakers:
Andrew TownEducational Credits
1
5:00 PM – 5:45 PM
Region Membership Meetings
6:30 PM – 8:30 PM
Fall Conference Closing Party
Saturday October 15, 2016
7:30 AM – 8:30 AM
Networking Coffee
8:40 AM – 9:30 AM
The Five Essential Skills of an Exceptional Planner
Speakers:
Lisa KirchenbauerEducational Credits
1
1
9:40 AM – 10:30 AM
Brunch with Exhibitors
Technology Showcase with AssetBook, Inc.
10:40 AM – 11:30 AM
Navigating the Opportunities & Challenges of Sudden Wealth
Speakers:
Lisa KirchenbauerEducational Credits
1